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Joe's Premium Subscription: www.standardgrain.com
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Futures and options trading involves risk of loss and is not suitable for everyone.
Welcome back! Let’s break down the biggest ag market movers right now 🌽📉
🌱 Biofuel Mandates Jump
EPA sets record 25.82B gallons
70% of waived volumes reassigned
Foreign feedstocks penalized after 2028
Supportive long-term, not bullish today
🏛️ Trump’s Farmer Push
Pushing additional aid 💰
New SBA loan guarantees
Targeting DEF rollback + lower equipment costs
Trade talk strong… but soybean exports lag
📊 Funds Get Active
Corn: +49k contracts (big long build)
Beans: slight selling
Wheat: shorts trimmed significantly
🌧️ Weather Watch
Heavy Corn Belt rains incoming
Could slow early planting progress
HRW wheat may miss key moisture
🌽➡️🌱 Acreage Shift Brewing
Corn acres seen down ~4–5%
Soybeans up ~5%
Fertilizer costs exploding (urea +40%)
War impact not fully in USDA data yet
🚢 Export Check
Flash sale: 105k mt soybeans
Total sales still down ~18% YoY
👉 Bottom line: supportive policy + tighter inputs, but market already priced it in.
By Joe Vaclavik4.9
334334 ratings
Joe's Premium Subscription: www.standardgrain.com
Grain Markets and Other Stuff Links —
Apple Podcasts
Spotify
TikTok
YouTube
Futures and options trading involves risk of loss and is not suitable for everyone.
Welcome back! Let’s break down the biggest ag market movers right now 🌽📉
🌱 Biofuel Mandates Jump
EPA sets record 25.82B gallons
70% of waived volumes reassigned
Foreign feedstocks penalized after 2028
Supportive long-term, not bullish today
🏛️ Trump’s Farmer Push
Pushing additional aid 💰
New SBA loan guarantees
Targeting DEF rollback + lower equipment costs
Trade talk strong… but soybean exports lag
📊 Funds Get Active
Corn: +49k contracts (big long build)
Beans: slight selling
Wheat: shorts trimmed significantly
🌧️ Weather Watch
Heavy Corn Belt rains incoming
Could slow early planting progress
HRW wheat may miss key moisture
🌽➡️🌱 Acreage Shift Brewing
Corn acres seen down ~4–5%
Soybeans up ~5%
Fertilizer costs exploding (urea +40%)
War impact not fully in USDA data yet
🚢 Export Check
Flash sale: 105k mt soybeans
Total sales still down ~18% YoY
👉 Bottom line: supportive policy + tighter inputs, but market already priced it in.

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